Brian Randall O'NEal

Employer firm

Davenport & Company LLC CRD 1588

$24.7B regulatory AUM 84 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → 03/2022
  Suntrust Investment Services, Inc
  Atlanta, GA
• 09/2016 → 03/2022
  Suntrust Advisory Services
  Atlanta, GA
• 03/2022 → Present
  Davenport & Company Llc
  Richmond, VA

Previous Registrations

• 2016-09-27 → 2022-03-25
  Truist Advisory Services, Inc.
  North Chesterfield, VA
  Geln Allen, VA
  Richmond, VA
• 2007-12-11 → 2016-12-31
  Truist Investment Services, Inc.
  Richmond, VA
  Richmond, VA
  Richmond, VA
  Augusta, GA
• 2005-03-31 → 2007-12-04
  Wells Fargo Advisors Financial Network, Llc
  Sarasota, FL
  Voorhees, NJ
  Richmond, VA
  Denver, CO
  Chardon, OH
  Red Bank, NJ
  Richmond, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-11
• S63 Uniform Securities Agent State Law Examination
  2004-11-05

Other Names

• Brian Randall Oneal
• Brian Randall O' Neal